CWM, LLC
CRD #155344 SEC #801-72037 OMAHA, NE 402-330-0808
SEC Registered
Total AUM
$33.8B
Discretionary
$33.3B
Employees
1,314
Clients
--
Accounts
124,944
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Dec 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Dec 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Dec 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Nov 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Nov 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Oct 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Oct 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Oct 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Oct 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Oct 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Oct 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Oct 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Sep 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Sep 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Sep 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Sep 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Sep 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Sep 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Sep 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Sep 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Jul 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Jul 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Jul 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Jul 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Jul 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Jul 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Jun 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Jun 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Jun 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Jun 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| May 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| May 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Apr 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Apr 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Mar 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Mar 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Mar 2025 | $33.8B | $33.3B | $470.8M | 1,314 | 629 |
| Feb 2025 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Feb 2025 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Feb 2025 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Feb 2025 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Feb 2025 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jan 2025 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jan 2025 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jan 2025 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jan 2025 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jan 2025 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jan 2025 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jan 2025 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jan 2025 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jan 2025 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jan 2025 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Dec 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Nov 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Nov 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Nov 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Oct 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Oct 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Oct 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Oct 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Oct 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Oct 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Sep 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Sep 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Aug 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jul 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jul 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jul 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jul 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jul 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jul 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jul 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jul 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jul 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jun 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jun 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jun 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jun 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Jun 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| May 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| May 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| May 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| May 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Apr 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Apr 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Apr 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Mar 2024 | $26.8B | $26.8B | $24.3M | 1,111 | 629 |
| Mar 2024 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Mar 2024 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Feb 2024 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Feb 2024 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Feb 2024 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Jan 2024 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Jan 2024 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Jan 2024 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Nov 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Nov 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Nov 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Oct 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Oct 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Oct 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Oct 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Oct 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Sep 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Sep 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Sep 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Aug 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Aug 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Jun 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Jun 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| May 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| May 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| May 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| May 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Apr 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Apr 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Apr 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Mar 2023 | $19.9B | $19.9B | $21.9M | 1,111 | 629 |
| Mar 2023 | $18.8B | $18.8B | $25M | 990 | 541 |
| Mar 2023 | $18.8B | $18.8B | $25M | 990 | 541 |
| Feb 2023 | $18.8B | $18.8B | $25M | 990 | 541 |
| Feb 2023 | $18.8B | $18.8B | $25M | 990 | 541 |
| Jan 2023 | $18.8B | $18.8B | $25M | 990 | 541 |
| Jan 2023 | $18.8B | $18.8B | $25M | 990 | 541 |
| Nov 2022 | $18.8B | $18.8B | $25M | 990 | 541 |
| Oct 2022 | $18.8B | $18.8B | $25M | 990 | 541 |
| Oct 2022 | $18.8B | $18.8B | $25M | 990 | 541 |
| Oct 2022 | $18.8B | $18.8B | $25M | 990 | 541 |
| Oct 2022 | $18.8B | $18.8B | $25M | 990 | 541 |
| Sep 2022 | $18.8B | $18.8B | $25M | 990 | 541 |
| Sep 2022 | $18.8B | $18.8B | $25M | 990 | 541 |
| Aug 2022 | $18.8B | $18.8B | $25M | 990 | 541 |
| Jul 2022 | $19.9B | $19.9B | $29.6M | 990 | 541 |
| Jul 2022 | $19.9B | $19.9B | $29.6M | 990 | 541 |
| Jul 2022 | $19.9B | $19.9B | $29.6M | 990 | 541 |
| May 2022 | $19.9B | $19.9B | $29.6M | 990 | 541 |
| May 2022 | $19.9B | $19.9B | $29.6M | 990 | 541 |
| Apr 2022 | $19.9B | $19.9B | $29.6M | 990 | 541 |
| Apr 2022 | $19.9B | $19.9B | $29.6M | 990 | 541 |
| Apr 2022 | $19.9B | $19.9B | $29.6M | 990 | 541 |
| Apr 2022 | $19.9B | $19.9B | $29.6M | 990 | 541 |
| Mar 2022 | $19.9B | $19.9B | $29.6M | 990 | 541 |
| Mar 2022 | $15.2B | $15.2B | $26.3M | 854 | 490 |
| Jan 2022 | $15.2B | $15.2B | $26.3M | 854 | 490 |
| Jan 2022 | $15.2B | $15.2B | $26.3M | 854 | 490 |
| Dec 2021 | $15.2B | $15.2B | $26.3M | 854 | 490 |
| Nov 2021 | $15.2B | $15.2B | $26.3M | 854 | 490 |
| Nov 2021 | $15.2B | $15.2B | $26.3M | 854 | 490 |
| Oct 2021 | $15.2B | $15.2B | $26.3M | 854 | 490 |
| Sep 2021 | $15.2B | $15.2B | $26.3M | 854 | 490 |
| Aug 2021 | $15.2B | $15.2B | $26.3M | 854 | 490 |
| Aug 2021 | $15.2B | $15.2B | $26.3M | 854 | 490 |
| Jul 2021 | $15.2B | $15.2B | $26.3M | 854 | 490 |
| Jul 2021 | $15.2B | $15.2B | $26.3M | 854 | 490 |
| Jun 2021 | $15.2B | $15.2B | $26.3M | 854 | 490 |
| Jun 2021 | $15.2B | $15.2B | $26.3M | 854 | 490 |
| Apr 2021 | $15.2B | $15.2B | $26.3M | 854 | 490 |
| Apr 2021 | $15.2B | $15.2B | $26.3M | 854 | 490 |
| Mar 2021 | $15.2B | $15.2B | $26.3M | 854 | 490 |
| Mar 2021 | $11.9B | $11.9B | $36.4M | 424 | 0 |
| Feb 2021 | $11.9B | $11.9B | $36.4M | 424 | 0 |
| Feb 2021 | $11.9B | $11.9B | $36.4M | 424 | 0 |
| Feb 2021 | $11.9B | $11.9B | $36.4M | 424 | 0 |
| Feb 2021 | $11.9B | $11.9B | $36.4M | 424 | 0 |
| Jan 2021 | $11.9B | $11.9B | $36.4M | 424 | 0 |
| Jan 2021 | $11.9B | $11.9B | $36.4M | 424 | 0 |
| Nov 2020 | $11.9B | $11.9B | $36.4M | 424 | 0 |
| Oct 2020 | $11.9B | $11.9B | $36.4M | 424 | 0 |
| Oct 2020 | $11.9B | $11.9B | $36.4M | 424 | 0 |
| Oct 2020 | $11.9B | $11.9B | $36.4M | 424 | 0 |
| Sep 2020 | $11.9B | $11.9B | $36.4M | 424 | 0 |
| Sep 2020 | $11.9B | $11.9B | $36.4M | 424 | 0 |
| Jul 2020 | $11.9B | $11.9B | $36.4M | 424 | 0 |
| Jul 2020 | $11.9B | $11.9B | $36.4M | 424 | 0 |
| Jul 2020 | $11.9B | $11.9B | $36.4M | 424 | 0 |
| Jun 2020 | $11.9B | $11.9B | $36.4M | 424 | 0 |
| May 2020 | $11.9B | $11.9B | $36.4M | 424 | 0 |
| Apr 2020 | $11.9B | $11.9B | $36.4M | 424 | 0 |
| Apr 2020 | $11.9B | $11.9B | $36.4M | 424 | 0 |
| Mar 2020 | $11.9B | $11.9B | $36.4M | 424 | 0 |
| Feb 2020 | $7.5B | $7.5B | $28.9M | 309 | 0 |
| Feb 2020 | $7.5B | $7.5B | $28.9M | 309 | 0 |
| Feb 2020 | $7.5B | $7.5B | $28.9M | 309 | 0 |
| Jan 2020 | $7.5B | $7.5B | $28.9M | 309 | 0 |
| Jan 2020 | $7.5B | $7.5B | $28.9M | 309 | 0 |
| Dec 2019 | $7.5B | $7.5B | $28.9M | 309 | 0 |
| Nov 2019 | $7.5B | $7.5B | $28.9M | 309 | 0 |
| Nov 2019 | $7.5B | $7.5B | $28.9M | 309 | 0 |
| Oct 2019 | $7.5B | $7.5B | $28.9M | 309 | 0 |
| Oct 2019 | $7.5B | $7.5B | $28.9M | 309 | 0 |
| Sep 2019 | $7.5B | $7.5B | $28.9M | 309 | 0 |
| Aug 2019 | $7.5B | $7.5B | $28.9M | 309 | 0 |
| Aug 2019 | $7.5B | $7.5B | $28.9M | 309 | 0 |
| Aug 2019 | $7.5B | $7.5B | $28.9M | 309 | 0 |
| Aug 2019 | $7.5B | $7.5B | $28.9M | 309 | 0 |
| Aug 2019 | $7.5B | $7.5B | $28.9M | 309 | 0 |
| Jul 2019 | $7.5B | $7.5B | $28.9M | 309 | 0 |
| Jun 2019 | $7.5B | $7.5B | $28.9M | 309 | 0 |
| May 2019 | $7.5B | $7.5B | $28.9M | 309 | 0 |
| Mar 2019 | $7.5B | $7.5B | $28.9M | 309 | 0 |
| Mar 2019 | $5.1B | $5.1B | $29.9M | 343 | 0 |
| Feb 2019 | $5.1B | $5.1B | $29.9M | 343 | 0 |
| Feb 2019 | $5.1B | $5.1B | $29.9M | 343 | 0 |
| Feb 2019 | $5.1B | $5.1B | $29.9M | 343 | 0 |
| Jan 2019 | $5.1B | $5.1B | $29.9M | 343 | 0 |
| Dec 2018 | $5.1B | $5.1B | $29.9M | 343 | 0 |
| Nov 2018 | $5.1B | $5.1B | $29.9M | 343 | 0 |
| Sep 2018 | $5.1B | $5.1B | $29.9M | 343 | 0 |
| Sep 2018 | $5.1B | $5.1B | $29.9M | 343 | 0 |
| Aug 2018 | $5.1B | $5.1B | $29.9M | 343 | 0 |
| Jul 2018 | $5.1B | $5.1B | $29.9M | 343 | 0 |
| Jun 2018 | $5.1B | $5.1B | $29.9M | 343 | 0 |
| Apr 2018 | $5.1B | $5.1B | $29.9M | 343 | 0 |
| Mar 2018 | $5.1B | $5.1B | $29.9M | 343 | 0 |
| Mar 2018 | $4.3B | $4.3B | $32.2M | 297 | 0 |
| Jan 2018 | $4.3B | $4.3B | $32.2M | 297 | 0 |
| Jan 2018 | $4.3B | $4.3B | $32.2M | 297 | 0 |
| Sep 2017 | $4.2B | $4.1B | $57.5M | 297 | 11,100 |
| Aug 2017 | $4.2B | $4.1B | $57.5M | 297 | 11,100 |
| Jul 2017 | $4.2B | $4.1B | $57.5M | 297 | 11,100 |
| Jul 2017 | $4.2B | $4.1B | $57.5M | 297 | 11,100 |
| May 2017 | $4.2B | $4.1B | $57.5M | 297 | 11,100 |
| Apr 2017 | $4.2B | $4.1B | $57.5M | 297 | 11,100 |
| Mar 2017 | $4.2B | $4.1B | $57.5M | 297 | 11,100 |
| Jan 2017 | $3.1B | $3.1B | $65.3M | 234 | 8,000 |
| Jan 2017 | $3.1B | $3.1B | $65.3M | 234 | 8,000 |
| Oct 2016 | $3.1B | $3.1B | $65.3M | 234 | 8,000 |
| Jul 2016 | $3.1B | $3.1B | $65.3M | 234 | 8,000 |
| Jul 2016 | $3.1B | $3.1B | $65.3M | 234 | 8,000 |
| Apr 2016 | $3.1B | $3.1B | $65.3M | 234 | 8,000 |
| Mar 2016 | $3.1B | $3.1B | $65.3M | 234 | 8,000 |
| Dec 2015 | $2.9B | $2.8B | $78.8M | 175 | 4,803 |
| Sep 2015 | $2.9B | $2.8B | $78.8M | 175 | 4,803 |
| Sep 2015 | $2.9B | $2.8B | $78.8M | 175 | 4,803 |
| Jul 2015 | $2.9B | $2.8B | $78.8M | 175 | 4,803 |
| Jun 2015 | $2.1B | $2.1B | $43.8M | 175 | 4,803 |
| Mar 2015 | $2.1B | $2.1B | $43.8M | 175 | 4,803 |
| Jan 2015 | $1.9B | $1.8B | $92.1M | 93 | 2,763 |
| Nov 2014 | $1.9B | $1.8B | $92.1M | 93 | 2,763 |
| Oct 2014 | $1.9B | $1.8B | $92.1M | 93 | 2,763 |
| Sep 2014 | $1.9B | $1.8B | $92.1M | 93 | 2,763 |
| Aug 2014 | $1.9B | $1.8B | $92.1M | 93 | 2,763 |
| Apr 2014 | $1.9B | $1.6B | $248.5M | 81 | 2,763 |
| Mar 2014 | $1.8B | $1.4B | $388.5M | 81 | 2,763 |
| Sep 2013 | $1.1B | $1B | $34M | 68 | 1,685 |
| Jun 2013 | $961.5M | $896.1M | $65.5M | 14 | 1,780 |
| May 2013 | $961.5M | $896.1M | $65.5M | 14 | 1,780 |
| Apr 2013 | $961.5M | $896.1M | $65.5M | 14 | 1,780 |
| Apr 2013 | $961.5M | $896.1M | $65.5M | 14 | 1,780 |
| Apr 2013 | $961.5M | $896.1M | $65.5M | 14 | 1,780 |
| Mar 2013 | $1.6B | $1.5B | $66.4M | 14 | 1,780 |
| Feb 2013 | $901.9M | $895M | $6.9M | 36 | 1,600 |
| Feb 2013 | $901.9M | $895M | $6.9M | 36 | 1,600 |
| Jan 2013 | $901.9M | $895M | $6.9M | 36 | 1,600 |
| Oct 2012 | $901.9M | $895M | $6.9M | 11 | 1,600 |
| Aug 2012 | $901.9M | $895M | $6.9M | 11 | 1,600 |
| Aug 2012 | $901.9M | $895M | $6.9M | 11 | 1,600 |
| Apr 2012 | $901.9M | $895M | $6.9M | 11 | 1,600 |
| Apr 2012 | $901.9M | $895M | $6.9M | 11 | 1,600 |
| Mar 2012 | $901.9M | $895M | $6.9M | 11 | 1,600 |
| Mar 2012 | $869.2M | $869.2M | $0 | 11 | 1,600 |
| Mar 2012 | $869.2M | $869.2M | $0 | 11 | 1,200 |
| Jan 2012 | $869.2M | $869.2M | $0 | 11 | 1,200 |
| Aug 2011 | $869.2M | $869.2M | $0 | -- | -- |
| Aug 2011 | $869.2M | $869.2M | $0 | -- | -- |
| Aug 2011 | $843M | $843M | $0 | -- | -- |
| Jun 2011 | $47.6M | $47.6M | $0 | -- | -- |
| Jun 2011 | $47.6M | $47.6M | $0 | -- | -- |
| Jun 2011 | $47.6M | $47.6M | $0 | -- | -- |
| May 2011 | $47.6M | $47.6M | $0 | 5 | -- |
| Apr 2011 | $47.6M | $47.6M | $0 | 5 | -- |
DateDec 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateDec 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateDec 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateDec 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateNov 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateNov 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateOct 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateOct 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateOct 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateOct 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateOct 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateOct 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateOct 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateSep 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateSep 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateSep 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateSep 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateSep 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateSep 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateSep 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateSep 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateJul 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateJul 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateJul 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateJul 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateJul 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateJul 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateJun 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateJun 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateJun 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateJun 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateMay 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateMay 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateApr 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateApr 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateMar 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateMar 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateMar 2025
Total AUM$33.8B
Discretionary$33.3B
Non-Disc.$470.8M
Employees1,314
Clients629
DateFeb 2025
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateFeb 2025
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateFeb 2025
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateFeb 2025
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateFeb 2025
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJan 2025
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJan 2025
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJan 2025
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJan 2025
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJan 2025
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJan 2025
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJan 2025
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJan 2025
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJan 2025
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJan 2025
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateDec 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateNov 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateNov 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateNov 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateOct 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateOct 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateOct 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateOct 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateOct 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateOct 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateSep 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateSep 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateAug 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJul 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJul 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJul 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJul 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJul 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJul 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJul 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJul 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJul 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJun 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJun 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJun 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJun 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateJun 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateMay 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateMay 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateMay 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateMay 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateApr 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateApr 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateApr 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateMar 2024
Total AUM$26.8B
Discretionary$26.8B
Non-Disc.$24.3M
Employees1,111
Clients629
DateMar 2024
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateMar 2024
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateFeb 2024
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateFeb 2024
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateFeb 2024
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateJan 2024
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateJan 2024
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateJan 2024
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateNov 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateNov 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateNov 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateOct 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateOct 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateOct 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateOct 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateOct 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateSep 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateSep 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateSep 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateAug 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateAug 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateJun 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateJun 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateMay 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateMay 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateMay 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateMay 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateApr 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateApr 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateApr 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateMar 2023
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$21.9M
Employees1,111
Clients629
DateMar 2023
Total AUM$18.8B
Discretionary$18.8B
Non-Disc.$25M
Employees990
Clients541
DateMar 2023
Total AUM$18.8B
Discretionary$18.8B
Non-Disc.$25M
Employees990
Clients541
DateFeb 2023
Total AUM$18.8B
Discretionary$18.8B
Non-Disc.$25M
Employees990
Clients541
DateFeb 2023
Total AUM$18.8B
Discretionary$18.8B
Non-Disc.$25M
Employees990
Clients541
DateJan 2023
Total AUM$18.8B
Discretionary$18.8B
Non-Disc.$25M
Employees990
Clients541
DateJan 2023
Total AUM$18.8B
Discretionary$18.8B
Non-Disc.$25M
Employees990
Clients541
DateNov 2022
Total AUM$18.8B
Discretionary$18.8B
Non-Disc.$25M
Employees990
Clients541
DateOct 2022
Total AUM$18.8B
Discretionary$18.8B
Non-Disc.$25M
Employees990
Clients541
DateOct 2022
Total AUM$18.8B
Discretionary$18.8B
Non-Disc.$25M
Employees990
Clients541
DateOct 2022
Total AUM$18.8B
Discretionary$18.8B
Non-Disc.$25M
Employees990
Clients541
DateOct 2022
Total AUM$18.8B
Discretionary$18.8B
Non-Disc.$25M
Employees990
Clients541
DateSep 2022
Total AUM$18.8B
Discretionary$18.8B
Non-Disc.$25M
Employees990
Clients541
DateSep 2022
Total AUM$18.8B
Discretionary$18.8B
Non-Disc.$25M
Employees990
Clients541
DateAug 2022
Total AUM$18.8B
Discretionary$18.8B
Non-Disc.$25M
Employees990
Clients541
DateJul 2022
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$29.6M
Employees990
Clients541
DateJul 2022
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$29.6M
Employees990
Clients541
DateJul 2022
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$29.6M
Employees990
Clients541
DateMay 2022
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$29.6M
Employees990
Clients541
DateMay 2022
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$29.6M
Employees990
Clients541
DateApr 2022
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$29.6M
Employees990
Clients541
DateApr 2022
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$29.6M
Employees990
Clients541
DateApr 2022
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$29.6M
Employees990
Clients541
DateApr 2022
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$29.6M
Employees990
Clients541
DateMar 2022
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$29.6M
Employees990
Clients541
DateMar 2022
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$26.3M
Employees854
Clients490
DateJan 2022
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$26.3M
Employees854
Clients490
DateJan 2022
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$26.3M
Employees854
Clients490
DateDec 2021
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$26.3M
Employees854
Clients490
DateNov 2021
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$26.3M
Employees854
Clients490
DateNov 2021
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$26.3M
Employees854
Clients490
DateOct 2021
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$26.3M
Employees854
Clients490
DateSep 2021
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$26.3M
Employees854
Clients490
DateAug 2021
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$26.3M
Employees854
Clients490
DateAug 2021
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$26.3M
Employees854
Clients490
DateJul 2021
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$26.3M
Employees854
Clients490
DateJul 2021
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$26.3M
Employees854
Clients490
DateJun 2021
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$26.3M
Employees854
Clients490
DateJun 2021
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$26.3M
Employees854
Clients490
DateApr 2021
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$26.3M
Employees854
Clients490
DateApr 2021
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$26.3M
Employees854
Clients490
DateMar 2021
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$26.3M
Employees854
Clients490
DateMar 2021
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$36.4M
Employees424
Clients0
DateFeb 2021
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$36.4M
Employees424
Clients0
DateFeb 2021
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$36.4M
Employees424
Clients0
DateFeb 2021
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$36.4M
Employees424
Clients0
DateFeb 2021
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$36.4M
Employees424
Clients0
DateJan 2021
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$36.4M
Employees424
Clients0
DateJan 2021
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$36.4M
Employees424
Clients0
DateNov 2020
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$36.4M
Employees424
Clients0
DateOct 2020
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$36.4M
Employees424
Clients0
DateOct 2020
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$36.4M
Employees424
Clients0
DateOct 2020
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$36.4M
Employees424
Clients0
DateSep 2020
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$36.4M
Employees424
Clients0
DateSep 2020
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$36.4M
Employees424
Clients0
DateJul 2020
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$36.4M
Employees424
Clients0
DateJul 2020
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$36.4M
Employees424
Clients0
DateJul 2020
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$36.4M
Employees424
Clients0
DateJun 2020
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$36.4M
Employees424
Clients0
DateMay 2020
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$36.4M
Employees424
Clients0
DateApr 2020
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$36.4M
Employees424
Clients0
DateApr 2020
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$36.4M
Employees424
Clients0
DateMar 2020
Total AUM$11.9B
Discretionary$11.9B
Non-Disc.$36.4M
Employees424
Clients0
DateFeb 2020
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$28.9M
Employees309
Clients0
DateFeb 2020
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$28.9M
Employees309
Clients0
DateFeb 2020
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$28.9M
Employees309
Clients0
DateJan 2020
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$28.9M
Employees309
Clients0
DateJan 2020
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$28.9M
Employees309
Clients0
DateDec 2019
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$28.9M
Employees309
Clients0
DateNov 2019
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$28.9M
Employees309
Clients0
DateNov 2019
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$28.9M
Employees309
Clients0
DateOct 2019
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$28.9M
Employees309
Clients0
DateOct 2019
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$28.9M
Employees309
Clients0
DateSep 2019
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$28.9M
Employees309
Clients0
DateAug 2019
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$28.9M
Employees309
Clients0
DateAug 2019
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$28.9M
Employees309
Clients0
DateAug 2019
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$28.9M
Employees309
Clients0
DateAug 2019
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$28.9M
Employees309
Clients0
DateAug 2019
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$28.9M
Employees309
Clients0
DateJul 2019
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$28.9M
Employees309
Clients0
DateJun 2019
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$28.9M
Employees309
Clients0
DateMay 2019
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$28.9M
Employees309
Clients0
DateMar 2019
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$28.9M
Employees309
Clients0
DateMar 2019
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$29.9M
Employees343
Clients0
DateFeb 2019
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$29.9M
Employees343
Clients0
DateFeb 2019
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$29.9M
Employees343
Clients0
DateFeb 2019
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$29.9M
Employees343
Clients0
DateJan 2019
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$29.9M
Employees343
Clients0
DateDec 2018
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$29.9M
Employees343
Clients0
DateNov 2018
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$29.9M
Employees343
Clients0
DateSep 2018
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$29.9M
Employees343
Clients0
DateSep 2018
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$29.9M
Employees343
Clients0
DateAug 2018
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$29.9M
Employees343
Clients0
DateJul 2018
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$29.9M
Employees343
Clients0
DateJun 2018
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$29.9M
Employees343
Clients0
DateApr 2018
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$29.9M
Employees343
Clients0
DateMar 2018
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$29.9M
Employees343
Clients0
DateMar 2018
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$32.2M
Employees297
Clients0
DateJan 2018
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$32.2M
Employees297
Clients0
DateJan 2018
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$32.2M
Employees297
Clients0
DateSep 2017
Total AUM$4.2B
Discretionary$4.1B
Non-Disc.$57.5M
Employees297
Clients11,100
DateAug 2017
Total AUM$4.2B
Discretionary$4.1B
Non-Disc.$57.5M
Employees297
Clients11,100
DateJul 2017
Total AUM$4.2B
Discretionary$4.1B
Non-Disc.$57.5M
Employees297
Clients11,100
DateJul 2017
Total AUM$4.2B
Discretionary$4.1B
Non-Disc.$57.5M
Employees297
Clients11,100
DateMay 2017
Total AUM$4.2B
Discretionary$4.1B
Non-Disc.$57.5M
Employees297
Clients11,100
DateApr 2017
Total AUM$4.2B
Discretionary$4.1B
Non-Disc.$57.5M
Employees297
Clients11,100
DateMar 2017
Total AUM$4.2B
Discretionary$4.1B
Non-Disc.$57.5M
Employees297
Clients11,100
DateJan 2017
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$65.3M
Employees234
Clients8,000
DateJan 2017
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$65.3M
Employees234
Clients8,000
DateOct 2016
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$65.3M
Employees234
Clients8,000
DateJul 2016
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$65.3M
Employees234
Clients8,000
DateJul 2016
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$65.3M
Employees234
Clients8,000
DateApr 2016
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$65.3M
Employees234
Clients8,000
DateMar 2016
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$65.3M
Employees234
Clients8,000
DateDec 2015
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$78.8M
Employees175
Clients4,803
DateSep 2015
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$78.8M
Employees175
Clients4,803
DateSep 2015
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$78.8M
Employees175
Clients4,803
DateJul 2015
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$78.8M
Employees175
Clients4,803
DateJun 2015
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$43.8M
Employees175
Clients4,803
DateMar 2015
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$43.8M
Employees175
Clients4,803
DateJan 2015
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$92.1M
Employees93
Clients2,763
DateNov 2014
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$92.1M
Employees93
Clients2,763
DateOct 2014
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$92.1M
Employees93
Clients2,763
DateSep 2014
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$92.1M
Employees93
Clients2,763
DateAug 2014
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$92.1M
Employees93
Clients2,763
DateApr 2014
Total AUM$1.9B
Discretionary$1.6B
Non-Disc.$248.5M
Employees81
Clients2,763
DateMar 2014
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$388.5M
Employees81
Clients2,763
DateSep 2013
Total AUM$1.1B
Discretionary$1B
Non-Disc.$34M
Employees68
Clients1,685
DateJun 2013
Total AUM$961.5M
Discretionary$896.1M
Non-Disc.$65.5M
Employees14
Clients1,780
DateMay 2013
Total AUM$961.5M
Discretionary$896.1M
Non-Disc.$65.5M
Employees14
Clients1,780
DateApr 2013
Total AUM$961.5M
Discretionary$896.1M
Non-Disc.$65.5M
Employees14
Clients1,780
DateApr 2013
Total AUM$961.5M
Discretionary$896.1M
Non-Disc.$65.5M
Employees14
Clients1,780
DateApr 2013
Total AUM$961.5M
Discretionary$896.1M
Non-Disc.$65.5M
Employees14
Clients1,780
DateMar 2013
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$66.4M
Employees14
Clients1,780
DateFeb 2013
Total AUM$901.9M
Discretionary$895M
Non-Disc.$6.9M
Employees36
Clients1,600
DateFeb 2013
Total AUM$901.9M
Discretionary$895M
Non-Disc.$6.9M
Employees36
Clients1,600
DateJan 2013
Total AUM$901.9M
Discretionary$895M
Non-Disc.$6.9M
Employees36
Clients1,600
DateOct 2012
Total AUM$901.9M
Discretionary$895M
Non-Disc.$6.9M
Employees11
Clients1,600
DateAug 2012
Total AUM$901.9M
Discretionary$895M
Non-Disc.$6.9M
Employees11
Clients1,600
DateAug 2012
Total AUM$901.9M
Discretionary$895M
Non-Disc.$6.9M
Employees11
Clients1,600
DateApr 2012
Total AUM$901.9M
Discretionary$895M
Non-Disc.$6.9M
Employees11
Clients1,600
DateApr 2012
Total AUM$901.9M
Discretionary$895M
Non-Disc.$6.9M
Employees11
Clients1,600
DateMar 2012
Total AUM$901.9M
Discretionary$895M
Non-Disc.$6.9M
Employees11
Clients1,600
DateMar 2012
Total AUM$869.2M
Discretionary$869.2M
Non-Disc.$0
Employees11
Clients1,600
DateMar 2012
Total AUM$869.2M
Discretionary$869.2M
Non-Disc.$0
Employees11
Clients1,200
DateJan 2012
Total AUM$869.2M
Discretionary$869.2M
Non-Disc.$0
Employees11
Clients1,200
DateAug 2011
Total AUM$869.2M
Discretionary$869.2M
Non-Disc.$0
Employees--
Clients--
DateAug 2011
Total AUM$869.2M
Discretionary$869.2M
Non-Disc.$0
Employees--
Clients--
DateAug 2011
Total AUM$843M
Discretionary$843M
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$47.6M
Discretionary$47.6M
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$47.6M
Discretionary$47.6M
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$47.6M
Discretionary$47.6M
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$47.6M
Discretionary$47.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$47.6M
Discretionary$47.6M
Non-Disc.$0
Employees5
Clients--